MC
MC

Mary Ceselsky-Grunder

15 Years of Experience
Castellon De La Plana

Mary Ceselsky-Grunder is a registered investment advisor at Booster, LLC, based in Castellon De La Plana, with 15 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 190 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$229.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $3.0M0.80%
$3.0M - $10.0M0.65%
$10M+0.65%

Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Castellon De La Plana

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Booster, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wpg Financial Group, LLC
October 2018 - September 2021 · 2 yrs 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2018 - June 2021 · 2 yrs 8 mos
Cambridge Investment Research, INC.Broker
January 2017 - November 2018 · 1 yr 10 mos
Cambridge Investment Research Advisors, INC.
January 2017 - November 2018 · 1 yr 10 mos
H. Beck, INC.
October 2015 - November 2016 · 1 yr 1 mo
H. Beck, INC.Broker
February 2015 - November 2016 · 1 yr 9 mos
H. Beck, INC.Broker
July 2007 - December 2008 · 1 yr 5 mos
Nylife Securities LLCBroker
October 2006 - August 2007 · 10 mos
Equity Services, INC.Broker
December 2003 - December 2004 · 1 yr
United Planners' Financial Services of America a Limited PartnerBroker
May 2002 - December 2003 · 1 yr 7 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.